Use Budget Payments

Each budget item can have multiple payments. So if you need to pay installments or have a down payment you can record each payment separately. You can also specify who paid and how, send email reminders when payments are due, make notes and specify the date that the payment was paid.

You can view budget payments in 2 places.

  1. The budget page: See the payments associated with each budget item when you click on the payments tab for the budget item.
  2. The payments page: You can view all payments at once and filter them using the Budget->Payments tab.

Adding Payments:You can only add payments on the budget page.

Marking A Payment As Paid:You can mark a payment as paid on either page. Just click the checkmark on the left hand side of the payment row.

Editing Payments: Payments can only be edited in the budget page. Just click on the edit button, change the necessary info and save.

Payments And The Actual Cost Of A Budget Item: If the total sum of the payments for a budget item exceeds the actual cost of the budget item then the actual cost will automatically be increased to match the sum of the payments.

Filtering Payments:You can filter all of your payments on the Payments page, search parameters include status, paid by and the payment method.

Reminders: Reminders can be set on either page, just click on the reminder icon. To learn more about reminders see our Reminder How-To page

Deleting Payments: You can only delete payments on the budget page, just click on the red X in the right hand side of the row.